Lululemon, Mirror & Hamilton | Hustle Hot Takes #1
About this video
Sam and Shaan discuss Lululemon’s $500 million acquisition of home fitness startup Mirror, analyzing what the deal means for both companies and exploring whether Lulu should pursue an even bigger bet by acquiring Peloton. They also cover Hamilton’s release on Disney+ and celebrate 20-year-old VFX creator Julian Bass, who caught Disney CEO Bob Iger’s attention with a viral video.
Key takeaways
- Bank of America projected Mirror could generate $700 million in revenue and acquire 600,000 subscribers by 2023, though Sam notes such estimates are typically optimistic
- Shaan agrees with a suggestion that Lululemon should pursue a ‘bet the farm mentality’ and acquire Peloton (valued around $16 billion) to transform into a digital-first company with in-store experiences
- Julian Bass, a 20-year-old VFX creator on TikTok, gained Disney CEO Bob Iger’s attention with a viral Hamilton-themed video, potentially leading to opportunities like playing Spider-Man
Episode details: published July 6, 2020 · 2.9K views · 5:18 long. Summary written by Self Growth Videos from the episode itself. The business ideas, figures and results discussed are the hosts’ and guests’ own claims, shared as brainstorming and entertainment — not verified facts and not investment advice.
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